Who can access Payroll

Access is managed in My account → Team by the account owner and the managing partner (only the owner names or removes a partner). When inviting, choose one of the four roles: Account Owner, Managing Partner, Payroll Manager or Financial Reviewer (what each one can do is in «Team roles»). Permissions cover every clinic in the account. Being paid does not grant access. With both Records and Payroll, reuse people and link their profiles without changing passwords. With access to both products on this site, the same session lets you switch without entering your password again. Records continues to protect documents. A pending invitation does not allow access yet; a failed email can be resent. Removing Payroll access preserves documents and payments.

Related instructions

• How the amount is calculated →
• From “Prepare payroll” to a locked pay →
• The pay’s pending items: blockers and warnings →